This day and a half workshop is designed for leaders of newly liquid families and newly established family offices. This workshop will cover the best-practice steps one should should take when establishing a formal family office.
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Designing your family office
Establishing a formal family office can be a daunting task. During this day and a half workshop, attendees will tailor their unique family situation to the family office blueprint template. Through the development process, attendees will dive into the five major elements of establishing a family office: goal setting, scope of services, investment guidelines and processes, operations, governance, and cost allocation.
Monday, May 13
Tuesday, May 14
Craig DeLucia, Ernst & Young
Craig is an Executive Director in the Charlotte office of Ernst & Young, LLP and leads the Carolinas Personal Financial Services practice. He joined Ernst & Young, LLP in 2011. His primary experience is in serving the individual tax and long-term financial and estate planning needs of affluent families, private business owners and corporate executives, as well as their investment partnerships, private foundations, and related entities and trusts. He has experience working with Family Offices and coordinates the Carolinas Family Office Accounting Workshop, an annual continuing education event for Family Office employees and executives.
David Hubbard, AIG
Kent Lawson, Longview Asset Management
Kent Lawson is Chief Administration Officer for Longview Asset Management, LLC, the investment arm of the Crown Family Offices in Chicago, Illinois. Prior to joining the Crown enterprise in May of 2006, Mr. Lawson was President of Quartus Insource, Inc., which had provided Operational Management and Consulting for RIA’s, trust companies, family offices and other investment based companies. He currently is a board member of the Advent Users Group and has in the past 25 years has served the wealth management community in various roles including independent consulting for SEC Compliance, the Depository Trust Company Corporation trade activities, GIPS Performance Measurement Standards, and as a Senior Consultant and Business Analyst for Advent Software.
John McCall, AIG
John McCall is a Regional Underwriting Manager within the Financial Institutions Division of AIG US Financial Lines. He oversees the underwriting of management, professional, employment practices, fiduciary, cyber, and fidelity products in the US for all asset managers, including Family Offices. He earned a B.S. in Finance and Marketing from the University of San Francisco.
Charles B. Grace, III, Senior Consultant
Sara Hamilton, Founder & CEO
A recognized visionary in the private wealth community, Sara provides strategic direction for FOX and leads the development of programs and services supporting wealthy individuals, family office executives, and wealth advisory firms globally. For the past three years, she has been named as one of the "Top 50 Women in Wealth Management" by Wealth Manager. Sara is the co-author of Family Legacy and Leadership: Preserving True Family Wealth in Challenging Times and serves on the executive education faculty of the University of Chicago Booth School of Business for the "Private Wealth Management" course offered twice a year in Chicago.
Karen Neal, Managing Director, Consulting
Karen works with family groups and wealth advisors to bring processes and solutions to the challenges of preserving family wealth, including refining of business strategy to address transitions and changing needs of the family and firm. Her work with families has included development of family enterprise strategy, operational assessment of the family office, selection of wealth advisors, and wealth management industry education. She is a frequent speaker on the topic of family office best practices.
Sheraton Chicago Hotel & Towers
301 East North Water Street
Chicago, IL 60611
Reserve Your Room Now
Family Office Exchange has reserved rooms at the Sheraton Chicago Hotel & Towers at a rate of $249/night plus applicable taxes. Reservations are on a first-come, first-served basis.
To obtain the discounted nightly rate, contact the hotel directly at 1.877.242.2558 and mention FOX Family Office 101 or book online. The cutoff date for hotel reservations at this rate is Friday, April 26, 2013 at 5:00 p.m. local time at the hotel.
Cancelation Policy: A deposit equal to the first night's room and tax will be charged at the time a guest makes a room reservation, and upon check-in, will be applied towards the guest's bill. A 72 hour cancelation policy applies to all group reservations. All deposits paid by the guests are refundable if notice is received by the hotel at least 72 hours prior to arrival and a cancelation number is obtained.
All attendees are responsible for making their own hotel reservations.